+5,449.9%
WMB vs KEY
+1,027.2%
+4,422.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | +4.6% | -3.3% | +7.9% | +5.7% |
| 3M | +5.7% | -0.7% | +6.5% | +5.9% |
| 6M | +4.2% | +12.5% | -8.3% | -0.2% |
| YTD | +26.8% | +8.4% | +18.4% | +22.7% |
| 1Y | +34.7% | +18.4% | +16.2% | +26.1% |
| 3Y | +146.8% | +123.3% | +23.5% | +80.6% |
| 5Y | +285.0% | +38.8% | +246.2% | +210.0% |
| 10Y | +313.2% | +169.3% | +143.9% | +154.4% |
| All | +5,449.9% | +1,027.2% | +4,422.7% | +1,845.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling